MACOM Technology Solutions Holdings, Inc. - MTSI

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BlackRock, Inc. History Added to 7,524,936 1,288,871 0.02% 0.02% 1 +473,450 6.71% Q4 2025 Feb 12, 2026
VANGUARD GROUP INC History Added to 7,225,100 1,237,515 0.02% 0.01% 2 +157,343 2.23% Q4 2025 Jan 29, 2026
FMR LLC History Added to 6,480,651 1,110,005 0.06% 0.04% 3 +954,963 17.28% Q4 2025 Feb 17, 2026
Invesco Ltd. History Reduced 3,424,570 586,560 0.09% 0.07% 4 -43,324 -1.25% Q4 2025 Feb 19, 2026
T. Rowe Price Investment Management, Inc. History Reduced 2,835,853 485,725 0.31% 0.42% 5 -2,638,078 -48.19% Q4 2025 Feb 19, 2026
STATE STREET CORP History Reduced 2,118,667 362,885 0.01% 0.01% 6 -46,763 -2.16% Q4 2025 Feb 13, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 1,934,684 331,374 0.04% 0.02% 7 +136,262 7.58% Q4 2025 Feb 17, 2026
Capital Research Global Investors History Reduced 1,336,714 228,952 0.04% 0.04% 8 -196,146 -12.8% Q4 2025 Feb 11, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 1,267,103 217,072 0.01% 0.01% 9 +37,222 3.03% Q4 2025 Feb 09, 2026
Artisan Partners Limited Partnership History Reduced 1,246,723 213,538 0.32% 0.35% 10 -746,235 -37.44% Q4 2025 Feb 17, 2026
GW&K Investment Management, LLC History Added to 1,217,935 208,609 1.8% 1.26% 11 +70,167 6.11% Q4 2025 Feb 11, 2026
JPMORGAN CHASE & CO History Reduced 1,106,343 189,494 0.01% 0.01% 12 -192,862 -14.84% Q4 2025 Feb 11, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 1,063,370 182,134 0.06% 0.06% 13 -431,366 -28.86% Q4 2025 Feb 17, 2026
WELLINGTON MANAGEMENT GROUP LLP History Added to 1,015,569 173,946 0.03% 0.02% 14 +29,131 2.95% Q4 2025 Feb 17, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 947,132 162,236 0.03% 0.03% 15 -20,886 -2.16% Q4 2025 Feb 12, 2026
UBS Group AG History Added to 909,799 155,830 0.03% 0.01% 16 +219,849 31.86% Q4 2025 Jan 29, 2026
Whale Rock Capital Management LLC History New 783,305 134,164 1.72% 17 +783,305 New Q4 2025 Feb 17, 2026
MORGAN STANLEY History Reduced 758,162 129,858 0.01% 0.01% 18 -18,905 -2.43% Q4 2025 Feb 13, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History New 745,794 127,740 0.19% 19 +745,794 New Q4 2025 Feb 17, 2026
JANUS HENDERSON GROUP PLC History Added to 679,086 116,315 0.05% 0.03% 20 +224,306 49.32% Q4 2025 Feb 17, 2026
Neuberger Berman Group LLC History Reduced 665,423 114,054 0.08% 0.08% 21 -253,421 -27.58% Q4 2025 Feb 13, 2026
BANK OF AMERICA CORP /DE/ History Reduced 656,453 112,437 0.01% 0.01% 22 -218,568 -24.98% Q4 2025 Feb 17, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 641,372 109,854 0.02% 0.01% 23 +5,462 0.86% Q4 2025 Feb 13, 2026
RAYMOND JAMES FINANCIAL INC History Added to 602,450 104,439 0.03% 0.01% 24 +331,206 122.11% Q4 2025 Feb 18, 2026
Analog Century Management LP History Reduced 606,169 103,824 5.11% 4.58% 25 -78,605 -11.48% Q4 2025 Feb 13, 2026
MILLENNIUM MANAGEMENT LLC History Added to 602,940 103,271 0.04% 0.02% 26 +293,289 94.72% Q4 2025 Feb 17, 2026
Rafferty Asset Management, LLC History Added to 580,178 99,372 0.34% 0.22% 27 +38,076 7.02% Q4 2025 Feb 13, 2026
BARCLAYS PLC History Added to 574,446 98,391 0.02% 0.01% 28 +155,238 37.03% Q4 2025 Feb 13, 2026
BESSEMER GROUP INC History Added to 569,037 97,465 0.15% 0.0% 29 +568,704 170781.98% Q4 2025 Feb 05, 2026
NORGES BANK History New 568,643 97,397 0.01% 30 +568,643 New Q4 2025 Feb 10, 2026
Point72 Asset Management, L.P. History Reduced 553,541 94,810 0.11% 0.12% 31 -21,871 -3.8% Q4 2025 Feb 17, 2026
Stephens Investment Management Group LLC History Reduced 541,059 92,672 1.21% 0.87% 32 -540 -0.1% Q4 2025 Feb 05, 2026
GOLDMAN SACHS GROUP INC History Added to 530,355 90,839 0.01% 0.01% 33 +22,818 4.5% Q4 2025 Mar 25, 2026
FengHe Fund Management Pte. Ltd. History New 529,326 90,662 5.1% 34 +529,326 New Q4 2025 Jan 30, 2026
AMERICAN CENTURY COMPANIES INC History Added to 513,238 87,907 0.04% 0.03% 35 +31,154 6.46% Q4 2025 Feb 13, 2026
NORTHERN TRUST CORP History Reduced 509,769 87,313 0.01% 0.01% 36 -11,570 -2.22% Q4 2025 Feb 17, 2026
LOOMIS SAYLES & CO L P History Reduced 484,374 82,963 0.1% 0.08% 37 -22,631 -4.46% Q4 2025 Feb 12, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 482,817 82,696 0.07% 38 +482,817 New Q4 2025 Feb 13, 2026
DRIEHAUS CAPITAL MANAGEMENT LLC History Added to 482,051 82,565 0.56% 0.33% 39 +107,161 28.58% Q4 2025 Feb 17, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History Added to 467,797 80,124 0.03% 0.02% 40 +77,347 19.81% Q4 2025 Jan 22, 2026
Bank of New York Mellon Corp History Reduced 384,883 65,922 0.01% 0.01% 41 -8,889 -2.26% Q4 2025 Feb 10, 2026
Fiera Capital Corp History Added to 378,203 64,778 0.21% 0.11% 42 +94,317 33.22% Q4 2025 Feb 11, 2026
GENEVA CAPITAL MANAGEMENT LLC History Reduced 372,559 63,811 1.2% 0.88% 43 -41,738 -10.07% Q4 2025 Feb 12, 2026
JENNISON ASSOCIATES LLC History Added to 352,650 60,401 0.04% 0.02% 44 +8,906 2.59% Q4 2025 Jan 30, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History New 327,574 57,282 0.04% 45 +327,574 New Q4 2025 Feb 13, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 313,350 53,670 0.03% 0.02% 46 +9,665 3.18% Q4 2025 Feb 17, 2026
CITIGROUP INC History Added to 291,691 49,960 0.02% 0.01% 47 +105,658 56.8% Q4 2025 Feb 13, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Reduced 291,263 49,887 0.07% 0.06% 48 -63,231 -17.84% Q4 2025 Feb 12, 2026
TD ASSET MANAGEMENT INC History Added to 280,018 47,961 0.04% 0.03% 49 +10,354 3.84% Q4 2025 Feb 10, 2026
CAPITOLIS LIQUID GLOBAL MARKETS LLC History New 274,000 46,930 0.28% 50 +274,000 New Q4 2025 Feb 17, 2026
Aristotle Capital Boston, LLC History Reduced 256,388 43,914 2.41% 2.09% 51 -69,665 -21.37% Q4 2025 Feb 17, 2026
TimesSquare Capital Management, LLC History Added to 246,866 42,283 0.64% 0.42% 52 +9,767 4.12% Q4 2025 Feb 06, 2026
SEGALL BRYANT & HAMILL, LLC History Added to 232,348 39,796 0.54% 0.29% 53 +59,896 34.73% Q4 2025 Feb 13, 2026
WESTFIELD CAPITAL MANAGEMENT CO LP History Reduced 231,093 39,581 0.16% 0.23% 54 -205,403 -47.06% Q4 2025 Feb 11, 2026
LORD, ABBETT & CO. LLC History Reduced 226,019 38,712 0.12% 0.09% 55 -4,791 -2.08% Q4 2025 Feb 13, 2026
SEI INVESTMENTS CO History Reduced 216,968 37,162 0.04% 0.03% 56 -38,999 -15.24% Q4 2025 Feb 13, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History Reduced 209,510 35,884 0.25% 0.21% 57 -47,673 -18.54% Q4 2025 Feb 17, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C. History New 202,500 34,684 0.05% 58 +202,500 New Q4 2025 Feb 17, 2026
Nuveen, LLC History Reduced 200,627 34,363 0.01% 0.01% 59 -13,572 -6.34% Q4 2025 Feb 12, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 199,504 34,171 0.02% 0.01% 60 +103,015 106.76% Q4 2025 Feb 10, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 197,529 33,833 0.12% 0.09% 61 0 0.0% Q4 2025 Feb 13, 2026
AMERIPRISE FINANCIAL INC History Reduced 179,252 30,702 0.01% 0.01% 62 -13,302 -6.91% Q4 2025 Feb 17, 2026
OBERWEIS ASSET MANAGEMENT INC/ History Added to 178,960 30,652 1.12% 0.85% 63 +1,170 0.66% Q4 2025 Feb 17, 2026
Assenagon Asset Management S.A. History Added to 172,823 29,601 0.04% 0.0% 64 +147,299 577.1% Q4 2025 Jan 09, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 164,958 28,254 0.01% 0.0% 65 +4,569 2.85% Q4 2025 Feb 13, 2026
CITADEL ADVISORS LLC History Reduced 162,423 27,819 0.0% 0.01% 66 -306,312 -65.35% Q4 2025 Feb 17, 2026
Amundi History Reduced 161,946 27,738 0.01% 0.01% 67 -54,768 -25.27% Q4 2025 Feb 17, 2026
Squarepoint Ops LLC History Reduced 159,917 27,390 0.03% 0.02% 68 -37,770 -19.11% Q4 2025 Feb 13, 2026
RHUMBLINE ADVISERS History Reduced 158,681 27,179 0.02% 0.02% 69 -4,588 -2.81% Q4 2025 Feb 13, 2026
Ranger Investment Management, L.P. History Added to 149,496 25,605 1.76% 1.02% 70 +31,656 26.86% Q4 2025 Feb 13, 2026
BANK OF MONTREAL /CAN/ History Added to 148,820 25,489 0.01% 0.01% 71 +24,608 19.81% Q4 2025 Feb 12, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 137,674 23,580 0.01% 0.01% 72 -4,446 -3.13% Q4 2025 Feb 02, 2026
KENNEDY CAPITAL MANAGEMENT LLC History Reduced 136,819 23,434 0.5% 0.38% 73 -163 -0.12% Q4 2025 Feb 13, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 134,884 23,102 0.01% 0.0% 74 +1,877 1.41% Q4 2025 Feb 10, 2026
Swiss National Bank History Added to 132,250 22,651 0.01% 0.01% 75 +9,700 7.92% Q4 2025 Feb 12, 2026
BALYASNY ASSET MANAGEMENT L.P. History Reduced 131,741 22,564 0.03% 0.03% 76 -59,898 -31.26% Q4 2025 Feb 17, 2026
NEXT CENTURY GROWTH INVESTORS LLC History Reduced 125,466 21,489 1.49% 1.5% 77 -39,947 -24.15% Q4 2025 Feb 13, 2026
Silverberg Bernstein Capital Management LLC History Reduced 124,524 21,328 12.32% 9.64% 78 -3,108 -2.44% Q4 2025 Jan 12, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 110,311 18,894 0.01% 0.01% 79 -93,394 -45.85% Q4 2025 Feb 13, 2026
Retirement Systems of Alabama History Reduced 106,264 18,200 0.06% 0.04% 80 -570 -0.53% Q4 2025 Jan 15, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History Added to 106,112 18,174 0.01% 0.01% 81 +551 0.52% Q4 2025 Feb 12, 2026
HSBC HOLDINGS PLC History Added to 102,909 17,795 0.01% 0.0% 82 +100,893 5004.61% Q4 2025 Mar 20, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 98,880 16,936 0.05% 0.03% 83 +18,096 22.4% Q4 2025 Jan 26, 2026
Legal & General Group Plc History Reduced 97,498 16,699 0.0% 0.0% 84 -15,850 -13.98% Q4 2025 Feb 09, 2026
D. E. Shaw & Co., Inc. History Reduced 93,298 15,980 0.01% 0.02% 85 -241,865 -72.16% Q4 2025 Feb 17, 2026
THORNBURG INVESTMENT MANAGEMENT INC History Added to 92,639 15,867 0.2% 0.14% 86 +4,547 5.16% Q4 2025 Feb 13, 2026
DEUTSCHE BANK AG\ History Added to 88,148 15,097 0.0% 0.0% 87 +963 1.1% Q4 2025 Feb 11, 2026
EULAV Asset Management History No change 87,046 14,909 0.4% 0.25% 88 0 0.0% Q4 2025 Feb 11, 2026
Jefferies Financial Group Inc. History Added to 86,578 14,829 0.08% 0.01% 89 +77,213 824.48% Q4 2025 Feb 09, 2026
ROYAL BANK OF CANADA History New 85,102 14,577 0.0% 90 +85,102 New Q4 2025 Feb 17, 2026
PEREGRINE CAPITAL MANAGEMENT LLC History New 83,501 14,302 0.44% 91 +83,501 New Q4 2025 Jan 28, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Added to 82,036 14,051 0.02% 0.01% 92 +19,309 30.78% Q4 2025 Jan 28, 2026
FRONTIER CAPITAL MANAGEMENT CO LLC History Reduced 80,808 13,840 0.15% 0.11% 93 -15,648 -16.22% Q4 2025 Feb 17, 2026
Defiance ETFs, LLC History New 76,490 13,375 0.44% 94 +76,490 New Q4 2025 Feb 17, 2026
Penserra Capital Management LLC History Reduced 76,490 13,101 0.16% 0.12% 95 -1,602 -2.05% Q4 2025 Feb 12, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Added to 74,331 12,731 0.03% 0.02% 96 +1,420 1.95% Q4 2025 Feb 17, 2026
Polar Asset Management Partners Inc. History New 72,476 12,413 0.16% 97 +72,476 New Q4 2025 Feb 17, 2026
FIRST TRUST ADVISORS LP History Reduced 71,150 12,186 0.01% 0.02% 98 -109,594 -60.63% Q4 2025 Feb 13, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History New 70,469 12,069 0.01% 99 +70,469 New Q4 2025 Feb 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 66,512 11,392 0.0% 0.0% 100 -45,740 -40.75% Q4 2025 Feb 17, 2026
Nicholas Investment Partners, LP History Added to 65,203 11,167 0.81% 0.42% 101 +20,823 46.92% Q4 2025 Feb 13, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 63,784 10,924 0.01% 0.01% 102 +3,245 5.36% Q4 2025 Feb 17, 2026
Gotham Asset Management, LLC History Added to 63,588 10,891 0.04% 0.0% 103 +56,183 758.72% Q4 2025 Feb 17, 2026
OSTERWEIS CAPITAL MANAGEMENT INC History Added to 60,970 10,442 0.44% 0.09% 104 +45,705 299.41% Q4 2025 Feb 17, 2026
Walleye Capital LLC History Added to 58,848 10,079 0.03% 0.02% 105 +25,563 76.8% Q4 2025 Feb 13, 2026
Schonfeld Strategic Advisors LLC History Reduced 58,309 9,987 0.04% 0.07% 106 -39,178 -40.19% Q4 2025 Feb 17, 2026
Freemont Management S.A. History New 57,000 9,762 1.7% 107 +57,000 New Q4 2025 Feb 05, 2026
IEQ CAPITAL, LLC History Added to 56,940 9,752 0.03% 0.02% 108 +1,549 2.8% Q4 2025 Feb 13, 2026
TUDOR INVESTMENT CORP ET AL History Added to 55,000 9,420 0.02% 13.41% 109 +31,800 137.07% Q4 2025 Feb 17, 2026
SG Americas Securities, LLC History Added to 54,033 9,255 0.01% 0.02% 110 +13,668 33.86% Q4 2025 Jan 09, 2026
STRS OHIO History Added to 54,016 9,251 0.03% 0.02% 111 +2,403 4.66% Q4 2025 Feb 02, 2026
Raiffeisen Bank International AG History No change 50,000 8,743 0.11% 0.08% 112 0 0.0% Q4 2025 Feb 12, 2026
SUMMIT PARTNERS L P History No change 47,650 8,161 0.78% 0.64% 113 0 0.0% Q4 2025 Feb 06, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History Added to 47,062 8,060 0.01% 0.01% 114 +3,400 7.79% Q4 2025 Feb 12, 2026
WELLS FARGO & COMPANY/MN History Added to 45,387 7,773 0.0% 0.0% 115 +8,515 23.09% Q4 2025 Feb 13, 2026
NATIXIS ADVISORS, LLC History Reduced 44,868 7,685 0.01% 0.01% 116 -4,598 -9.3% Q4 2025 Feb 10, 2026
JANE STREET GROUP, LLC History Added to 44,281 7,584 0.0% 0.0% 117 +31,615 249.61% Q4 2025 Feb 12, 2026
MARSICO CAPITAL MANAGEMENT LLC History No change 43,726 7,489 0.21% 0.14% 118 0 0.0% Q4 2025 Feb 12, 2026
Russell Investments Group, Ltd. History Added to 42,727 7,318 0.01% 0.0% 119 +11,475 36.72% Q4 2025 Feb 17, 2026
DLD Asset Management, LP History New 42,600 7,296 0.54% 120 +42,600 New Q4 2025 Feb 13, 2026
Avalon Global Asset Management LLC History Reduced 40,700 6,971 1.13% 0.65% 121 -5,000 -10.94% Q4 2025 Feb 17, 2026
NLB Skladi, upravljanje premozenja, d.o.o. History New 38,301 6,560 0.3% 122 +38,301 New Q4 2025 Feb 13, 2026
BNP Paribas Asset Management Holding S.A. History Added to 21,736 6,395 0.01% 0.0% 123 +21,124 3451.63% Q4 2025 Feb 13, 2026
CANADA LIFE ASSURANCE Co History Reduced 37,009 6,339 0.01% 0.01% 124 -13,748 -27.09% Q4 2025 Feb 13, 2026
OSSIAM History Added to 36,447 6,242 0.12% 0.05% 125 +5,988 19.66% Q4 2025 Feb 13, 2026
Bridge City Capital, LLC History Reduced 36,155 6,192 1.82% 1.7% 126 -14,841 -29.1% Q4 2025 Feb 13, 2026
G2 Investment Partners Management LLC History Reduced 36,000 6,166 1.47% 1.84% 127 -37,000 -50.68% Q4 2025 Feb 17, 2026
HighTower Advisors, LLC History Added to 33,979 5,819 0.01% 0.0% 128 +29,837 720.35% Q4 2025 Feb 06, 2026
MetLife Investment Management, LLC History Reduced 32,039 5,487 0.03% 0.02% 129 -1,609 -4.78% Q4 2025 Feb 12, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History New 32,000 5,480 0.02% 130 +32,000 New Q4 2025 Feb 13, 2026
F/m Investments LLC History Reduced 31,875 5,459 0.21% 0.19% 131 -8,370 -20.8% Q4 2025 Feb 03, 2026
Jump Financial, LLC History Added to 30,684 5,255 0.06% 0.01% 132 +26,516 636.18% Q4 2025 Feb 17, 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC History No change 30,459 5,217 0.01% 0.01% 133 0 0.0% Q4 2025 Feb 17, 2026
Linden Thomas Advisory Services, LLC History Reduced 30,406 5,207 0.53% 0.39% 134 -284 -0.93% Q4 2025 Jan 16, 2026
Covea Finance History No change 29,100 4,984 0.16% 0.13% 135 0 0.0% Q4 2025 Jan 07, 2026
Cerity Partners LLC History Added to 28,942 4,957 0.01% 0.0% 136 +6,713 30.2% Q4 2025 Feb 11, 2026
AMALGAMATED BANK History Reduced 28,734 4,922 0.04% 0.03% 137 -914 -3.08% Q4 2025 Feb 05, 2026
HARBER ASSET MANAGEMENT LLC History Reduced 28,190 4,828 2.02% 1.53% 138 -6,091 -17.77% Q4 2025 Feb 13, 2026
State of Tennessee, Department of Treasury History Reduced 21,970 4,812 0.02% 0.01% 139 -941 -4.11% Q4 2025 Feb 18, 2026
Orion Porfolio Solutions, LLC History Added to 27,690 4,742 0.03% 0.02% 140 +2,844 11.45% Q4 2025 Feb 12, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History Added to 26,813 4,593 0.03% 0.02% 141 +486 1.85% Q4 2025 Jan 29, 2026
STIFEL FINANCIAL CORP History Reduced 26,773 4,585 0.0% 0.0% 142 -2,955 -9.94% Q4 2025 Feb 13, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 26,655 4,565 0.05% 0.04% 143 -2,922 -9.88% Q4 2025 Feb 10, 2026
ALGERT GLOBAL LLC History No change 26,620 4,559 0.07% 0.06% 144 0 0.0% Q4 2025 Feb 17, 2026
Police & Firemen's Retirement System of New Jersey History Reduced 26,551 4,547 0.04% 0.03% 145 -1,424 -5.09% Q4 2025 Feb 13, 2026
Treasurer of the State of North Carolina History Reduced 26,506 4,540 0.01% 0.01% 146 -1,942 -6.83% Q4 2025 Feb 13, 2026
Informed Momentum Co LLC History New 26,506 4,539 0.51% 147 +26,506 New Q4 2025 Feb 12, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 19,783 4,385 0.05% 0.03% 148 -260 -1.3% Q4 2025 Jan 21, 2026
EFG International AG History New 25,568 4,380 0.08% 149 +25,568 New Q4 2025 Feb 17, 2026
Cinctive Capital Management LP History Reduced 25,439 4,357 0.24% 0.29% 150 -23,959 -48.5% Q4 2025 Feb 17, 2026
NOMURA HOLDINGS INC History Reduced 24,719 4,233 0.01% 0.01% 151 -2,270 -8.41% Q4 2025 Feb 17, 2026
Creative Planning History Added to 24,441 4,186 0.0% 0.0% 152 +388 1.61% Q4 2025 Feb 17, 2026
KBC Group NV History Reduced 23,613 4,044 0.01% 0.01% 153 -1,922 -7.53% Q4 2025 Jan 26, 2026
Hilton Capital Management, LLC History New 23,211 3,975 0.3% 154 +23,211 New Q4 2025 Feb 12, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Added to 22,726 3,893 0.01% 0.0% 155 +13,300 141.1% Q4 2025 Jan 30, 2026
Quantinno Capital Management LP History Added to 22,666 3,882 0.01% 0.01% 156 +7,922 53.73% Q4 2025 Feb 17, 2026
LAZARD ASSET MANAGEMENT LLC History Added to 22,440 3,843 0.01% 0.0% 157 +807 3.73% Q4 2025 Feb 17, 2026
State of New Jersey Common Pension Fund D History Added to 22,154 3,794 0.01% 0.01% 158 +1,762 8.64% Q4 2025 Jan 30, 2026
Ameritas Investment Partners, Inc. History Reduced 21,887 3,748 0.11% 0.1% 159 -3,513 -13.83% Q4 2025 Feb 11, 2026
Baird Financial Group, Inc. History Reduced 21,583 3,696 0.01% 0.0% 160 -3,250 -13.09% Q4 2025 Feb 13, 2026
GLAZER CAPITAL, LLC History New 21,300 3,648 0.1% 161 +21,300 New Q4 2025 Feb 13, 2026
NATIXIS History Added to 21,043 3,604 0.01% 0.0% 162 +20,920 17008.13% Q4 2025 Feb 13, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 20,972 3,592 0.01% 0.01% 163 +1,072 5.39% Q4 2025 Jan 27, 2026
Concentric Capital Strategies, LP History Added to 20,930 3,584 0.17% 0.08% 164 +5,922 39.46% Q4 2025 Feb 17, 2026
TRUIST FINANCIAL CORP History Reduced 20,246 3,467 0.0% 0.01% 165 -17,646 -46.57% Q4 2025 Feb 02, 2026
Sterling Capital Management LLC History Reduced 19,685 3,371 0.05% 0.04% 166 -4,203 -17.59% Q4 2025 Feb 13, 2026
LPL Financial LLC History Added to 19,277 3,301 0.0% 0.0% 167 +8,177 73.67% Q4 2025 Feb 11, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 19,174 3,284 0.01% 0.01% 168 -700 -3.52% Q4 2025 Feb 17, 2026
COMERICA BANK History Reduced 19,059 3,264 0.01% 0.07% 169 -140,372 -88.05% Q4 2025 Jan 29, 2026
Arizona State Retirement System History Added to 18,852 3,228 0.02% 0.01% 170 +161 0.86% Q4 2025 Jan 28, 2026
Pathstone Holdings, LLC History New 18,823 3,223 0.01% 171 +18,823 New Q4 2025 Feb 13, 2026
NISSAY ASSET MANAGEMENT CORP /JAPAN History Added to 18,171 3,112 0.02% 0.01% 172 +2,766 17.96% Q4 2025 Feb 17, 2026
Louisiana State Employees Retirement System History Reduced 17,700 3,031 0.05% 0.04% 173 -100 -0.56% Q4 2025 Jan 16, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Added to 17,340 2,969 0.04% 0.02% 174 +1,568 9.94% Q4 2025 Feb 02, 2026
Bridgewater Associates, LP History Reduced 17,122 2,932 0.01% 0.01% 175 -10,070 -37.03% Q4 2025 Feb 13, 2026
RICE HALL JAMES & ASSOCIATES, LLC History Reduced 16,838 2,884 0.16% 0.11% 176 -40 -0.24% Q4 2025 Feb 17, 2026
New Age Alpha Advisors, LLC History New 16,506 2,827 0.12% 177 +16,506 New Q4 2025 Feb 09, 2026
Katamaran Capital LLP History New 16,295 2,791 2.11% 178 +16,295 New Q4 2025 Feb 04, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 16,027 2,745 0.01% 0.01% 179 -410 -2.49% Q4 2025 Feb 10, 2026
PDT Partners, LLC History No change 15,777 2,702 0.18% 0.12% 180 0 0.0% Q4 2025 Feb 17, 2026
FRANKLIN RESOURCES INC History Reduced 15,393 2,636 0.0% 0.0% 181 -2,969 -16.17% Q4 2025 Feb 11, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 15,369 2,632 0.0% 0.0% 182 -292 -1.86% Q4 2025 Feb 05, 2026
Legato Capital Management LLC History Reduced 15,180 2,600 0.22% 0.22% 183 -684 -4.31% Q4 2025 Feb 06, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History Reduced 15,100 2,586 0.01% 0.01% 184 -200 -1.31% Q4 2025 Jan 29, 2026
GUGGENHEIM CAPITAL LLC History Added to 15,018 2,572 0.02% 0.01% 185 +7,992 113.75% Q4 2025 Feb 17, 2026
KLP KAPITALFORVALTNING AS History Added to 14,900 2,552 0.01% 0.01% 186 +1,600 12.03% Q4 2025 Jan 28, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History Added to 14,329 2,454 0.03% 0.03% 187 +53 0.37% Q4 2025 Feb 05, 2026
CAXTON ASSOCIATES LLP History New 13,994 2,396 0.05% 188 +13,994 New Q4 2025 Feb 13, 2026
Tower Research Capital LLC (TRC) History Added to 13,675 2,342 0.06% 0.01% 189 +12,039 735.88% Q4 2025 Feb 17, 2026
Connor, Clark & Lunn Investment Management Ltd. History Added to 13,434 2,300 0.01% 0.0% 190 +8,682 182.7% Q4 2025 Feb 10, 2026
Segment Wealth Management, LLC History No change 12,919 2,212 0.13% 0.1% 191 0 0.0% Q4 2025 Jan 29, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Reduced 12,775 2,188 0.03% 0.02% 192 -168 -1.3% Q4 2025 Feb 04, 2026
Sunstone Asset Management, L.P. History New 12,761 2,185 2.09% 193 +12,761 New Q4 2025 Feb 18, 2026
Vanguard Personalized Indexing Management, LLC History Added to 12,276 2,102 0.02% 0.01% 194 +1,002 8.89% Q4 2025 Feb 13, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History No change 12,200 2,090 0.06% 0.05% 195 0 0.0% Q4 2025 Feb 10, 2026
Corient Private Wealth LLC History Reduced 11,991 2,083 0.0% 0.0% 196 -1,830 -13.24% Q4 2025 Mar 09, 2026
Pacer Advisors, Inc. History Added to 11,984 2,052 0.01% 0.0% 197 +698 6.18% Q4 2025 Feb 24, 2026
Cetera Investment Advisers History Added to 11,917 2,041 0.0% 0.0% 198 +3,576 42.87% Q4 2025 Feb 17, 2026
CIBC WORLD MARKET INC. History Added to 11,535 1,975 0.0% 0.0% 199 +2,465 27.18% Q4 2025 Feb 10, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 11,377 1,948 0.0% 0.0% 200 +633 5.89% Q4 2025 Feb 17, 2026
CREDIT AGRICOLE S A History No change 11,270 1,930 0.0% 0.0% 201 0 0.0% Q4 2025 Feb 17, 2026
Envestnet Portfolio Solutions, Inc. History Added to 11,044 1,891 0.01% 0.0% 202 +190 1.75% Q4 2025 Feb 06, 2026
Ethic Inc. History Added to 11,027 1,888 0.03% 0.02% 203 +1,325 13.66% Q4 2025 Feb 03, 2026
US BANCORP \DE\ History Added to 11,002 1,884 0.0% 0.0% 204 +4,964 82.21% Q4 2025 Jan 30, 2026
ProShare Advisors LLC History Added to 10,718 1,835 0.0% 0.0% 205 +2,093 24.27% Q4 2025 Feb 06, 2026
Polymer Capital Management (US) LLC History Added to 10,512 1,800 0.19% 0.09% 206 +3,589 51.84% Q4 2025 Feb 17, 2026
AZZAD ASSET MANAGEMENT INC /ADV History Added to 10,346 1,772 0.17% 0.13% 207 +15 0.15% Q4 2025 Jan 21, 2026
ASSETMARK, INC History Reduced 10,333 1,769 0.0% 0.0% 208 -248 -2.34% Q4 2025 Jan 23, 2026
Pictet Asset Management Holding SA History Added to 10,102 1,730 0.0% 0.0% 209 +960 10.5% Q4 2025 Jan 29, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Reduced 9,982 1,709 0.01% 0.01% 210 -6,090 -37.89% Q4 2025 Jan 28, 2026
Pinnacle Financial Partners, Inc. History New 9,669 1,656 0.01% 211 +9,669 New Q4 2025 Feb 18, 2026
Empowered Funds, LLC History New 9,123 1,562 0.03% 212 +9,123 New Q4 2025 Feb 18, 2026
BOOTHBAY FUND MANAGEMENT, LLC History Reduced 9,068 1,553 0.02% 0.04% 213 -13,321 -59.5% Q4 2025 Feb 17, 2026
CSS LLC/IL History Added to 9,018 1,544 0.07% 0.02% 214 +5,018 125.45% Q4 2025 Feb 17, 2026
Focus Partners Wealth History Added to 8,865 1,518 0.0% 0.0% 215 +2,664 42.96% Q4 2025 Feb 13, 2026
XTX Topco Ltd History Added to 8,854 1,516 0.04% 0.01% 216 +6,597 292.29% Q4 2025 Feb 17, 2026
QUADRANT CAPITAL GROUP LLC History Added to 8,535 1,461 0.04% 0.03% 217 +143 1.7% Q4 2025 Feb 13, 2026
Supplemental Annuity Collective Trust of NJ History Reduced 8,000 1,370 0.35% 0.44% 218 -5,500 -40.74% Q4 2025 Jan 29, 2026
FOX RUN MANAGEMENT, L.L.C. History New 7,998 1,369 0.21% 219 +7,998 New Q4 2025 Feb 11, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 7,943 1,360 0.0% 0.0% 220 -589 -6.9% Q4 2025 Feb 12, 2026
XPONANCE LLC History Reduced 7,713 1,321 0.01% 0.01% 221 -879 -10.23% Q4 2025 Feb 12, 2026
COMMERCE BANK History Reduced 7,282 1,247 0.01% 0.01% 222 -527 -6.75% Q4 2025 Feb 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 7,217 1,236 0.0% 0.0% 223 -535 -6.9% Q4 2025 Feb 06, 2026
Rakuten Investment Management, Inc. History Reduced 6,912 1,200 0.0% 0.13% 224 -69,588 -90.96% Q4 2025 Feb 17, 2026
MEEDER ASSET MANAGEMENT INC History New 6,865 1,175 0.06% 225 +6,865 New Q4 2025 Feb 11, 2026
NorthCrest Asset Manangement, LLC History Added to 6,414 1,095 0.02% 0.02% 226 +16 0.25% Q4 2025 Jan 08, 2026
FIDUCIARY TRUST CO History Added to 6,388 1,094 0.01% 0.01% 227 +63 1.0% Q4 2025 Feb 13, 2026
State of Alaska, Department of Revenue History Reduced 6,324 1,083 0.01% 0.01% 228 -680 -9.71% Q4 2025 Jan 23, 2026
FIL Ltd History New 6,062 1,038 0.0% 229 +6,062 New Q4 2025 Feb 17, 2026
GTS SECURITIES LLC History Added to 6,032 1,033 0.04% 0.01% 230 +3,270 118.39% Q4 2025 Feb 13, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History New 6,030 1,032 0.01% 231 +6,030 New Q4 2025 Feb 05, 2026
Equitable Holdings, Inc. History Added to 6,008 1,029 0.01% 0.01% 232 +506 9.2% Q4 2025 Feb 17, 2026
PARK AVENUE SECURITIES LLC History Added to 5,953 1,020 0.01% 0.01% 233 +212 3.69% Q4 2025 Jan 05, 2026
Advisors Asset Management, Inc. History Added to 5,815 995 0.02% 0.0% 234 +5,048 658.15% Q4 2025 Feb 12, 2026
Man Group plc History Reduced 5,720 979 0.0% 0.0% 235 -2,684 -31.94% Q4 2025 Feb 17, 2026
Vestmark Advisory Solutions, Inc. History New 5,279 904 0.01% 236 +5,279 New Q4 2025 Feb 06, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 5,213 893 0.01% 0.01% 237 +402 8.36% Q4 2025 Feb 09, 2026
JOHN G ULLMAN & ASSOCIATES INC History Reduced 5,200 890 0.12% 0.1% 238 -500 -8.77% Q4 2025 Feb 05, 2026
FEDERATED HERMES, INC. History Reduced 5,150 882 0.0% 0.0% 239 -700 -11.97% Q4 2025 Feb 12, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History New 4,968 850 0.02% 240 +4,968 New Q4 2025 Jan 27, 2026
FULTON BANK, N.A. History Reduced 4,923 843 0.03% 0.02% 241 -442 -8.24% Q4 2025 Jan 08, 2026
ESSEX INVESTMENT MANAGEMENT CO LLC History No change 4,919 842 0.13% 0.09% 242 0 0.0% Q4 2025 Feb 13, 2026
Allworth Financial LP History New 4,895 838 0.0% 243 +4,895 New Q4 2025 Feb 05, 2026
Federation des caisses Desjardins du Quebec History Added to 4,896 838 0.0% 0.0% 244 +724 17.35% Q4 2025 Feb 12, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 4,883 836 0.0% 0.0% 245 +241 5.19% Q4 2025 Feb 12, 2026
PROFUND ADVISORS LLC History Added to 4,821 825 0.03% 0.02% 246 +150 3.21% Q4 2025 Feb 06, 2026
PRUDENTIAL FINANCIAL INC History Reduced 4,764 815 0.0% 0.0% 247 -1,622 -25.4% Q4 2025 Feb 13, 2026
SECURIAN ASSET MANAGEMENT, INC History Reduced 4,696 804 0.03% 0.02% 248 -100 -2.09% Q4 2025 Feb 04, 2026
Qube Research & Technologies Ltd History Reduced 4,580 784 0.0% 0.01% 249 -44,916 -90.75% Q4 2025 Feb 17, 2026
Vident Advisory, LLC History Reduced 4,499 770 0.01% 0.01% 250 -562 -11.1% Q4 2025 Feb 18, 2026
ORG Wealth Partners, LLC History Reduced 4,288 734 0.17% 0.11% 251 -31 -0.72% Q4 2025 Jan 14, 2026
Crossmark Global Holdings, Inc. History Reduced 4,192 718 0.01% 0.01% 252 -170 -3.9% Q4 2025 Feb 03, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Added to 4,182 716 0.01% 0.01% 253 +611 17.11% Q4 2025 Feb 09, 2026
Global X Japan Co., Ltd. History Added to 4,138 708 0.05% 0.04% 254 +411 11.03% Q4 2025 Jan 13, 2026
Atria Investments, Inc History Reduced 3,915 670 0.01% 0.01% 255 -118 -2.93% Q4 2025 Feb 05, 2026
MML INVESTORS SERVICES, LLC History Added to 3,674 629 0.0% 0.0% 256 +159 4.52% Q4 2025 Feb 13, 2026
Rockefeller Capital Management L.P. History Added to 3,654 625 0.0% 0.0% 257 +1,811 98.26% Q4 2025 Mar 16, 2026
Summit Trail Advisors, LLC History Reduced 3,648 624 0.01% 0.01% 258 -2,888 -44.19% Q4 2025 Feb 17, 2026
Vontobel Holding Ltd. History Reduced 3,609 618 0.0% 0.0% 259 -462 -11.35% Q4 2025 Feb 13, 2026
Nilsine Partners, LLC History Added to 3,591 615 0.05% 0.03% 260 +524 17.09% Q4 2025 Jan 15, 2026
QVT Financial LP History Reduced 3,534 605 0.05% 0.04% 261 -943 -21.06% Q4 2025 Feb 13, 2026
Americana Partners, LLC History No change 3,500 599 0.02% 0.01% 262 0 0.0% Q4 2025 Feb 06, 2026
FORA Capital, LLC History New 4,057 593 0.07% 263 +4,057 New Q4 2025 Feb 13, 2026
Ensign Peak Advisors, Inc History Reduced 3,406 583 0.0% 0.0% 264 -6,800 -66.63% Q4 2025 Feb 12, 2026
Utah Retirement Systems History No change 3,341 572 0.01% 0.0% 265 0 0.0% Q4 2025 Feb 17, 2026
GAGNON SECURITIES LLC History Added to 3,295 564 0.11% 0.08% 266 +153 4.87% Q4 2025 Feb 13, 2026
OneDigital Investment Advisors LLC History Added to 3,276 561 0.01% 0.0% 267 +260 8.62% Q4 2025 Feb 13, 2026
REGIONS FINANCIAL CORP History Added to 3,262 558 0.0% 0.0% 268 +450 16.0% Q4 2025 Jan 27, 2026
OSAIC HOLDINGS, INC. History Reduced 3,241 555 0.0% 0.0% 269 -688 -17.51% Q4 2025 Feb 17, 2026
J2 Capital Management Inc History New 3,154 540 0.39% 270 +3,154 New Q4 2025 Jan 20, 2026
Qsemble Capital Management, LP History New 3,144 538 0.04% 271 +3,144 New Q4 2025 Feb 05, 2026
Cresset Asset Management, LLC History Added to 3,121 534 0.0% 0.0% 272 +75 2.46% Q4 2025 Feb 17, 2026
Maryland State Retirement & Pension System History No change 3,075 526 0.01% 0.01% 273 0 0.0% Q4 2025 Feb 17, 2026
Swiss Life Asset Management Ltd History New 3,064 524 0.0% 274 +3,064 New Q4 2025 Feb 04, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 3,058 523 0.0% 0.0% 275 +1,388 83.11% Q4 2025 Feb 18, 2026
HMS Capital Management, LLC History Reduced 3,039 520 0.22% 0.16% 276 -19 -0.62% Q4 2025 Jan 16, 2026
HighPoint Advisor Group LLC History Added to 3,026 518 0.02% 0.02% 277 +368 13.84% Q4 2025 Feb 04, 2026
Goldstream Capital Management Ltd History New 3,000 513 0.18% 278 +3,000 New Q4 2025 Feb 13, 2026
Global Retirement Partners, LLC History Added to 2,978 510 0.01% 0.0% 280 +2,764 1291.59% Q4 2025 Feb 06, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 2,978 510 0.0% 0.0% 279 -439 -12.85% Q4 2025 Jan 30, 2026
Callan Family Office, LLC History New 2,972 509 0.01% 281 +2,972 New Q4 2025 Feb 12, 2026
Counterpoint Mutual Funds LLC History Reduced 2,920 500 0.04% 0.04% 282 -1,069 -26.8% Q4 2025 Feb 12, 2026
Havemeyer Place LP History New 2,872 491 0.1% 283 +2,872 New Q4 2025 Feb 11, 2026
Walleye Trading LLC History Reduced 2,849 487 0.0% 0.0% 284 -1,751 -38.07% Q4 2025 Feb 13, 2026
SIGNATUREFD, LLC History Added to 2,806 480 0.01% 0.01% 285 +39 1.41% Q4 2025 Jan 20, 2026
Sumitomo Mitsui Trust Group, Inc. History Added to 2,799 479 0.0% 0.0% 286 +62 2.27% Q4 2025 Jan 23, 2026
Premier Fund Managers Ltd History Reduced 2,700 472 0.03% 0.03% 287 -2,286 -45.85% Q4 2025 Feb 03, 2026
Brooklyn Investment Group History New 2,704 469 0.02% 288 +2,704 New Q4 2025 Feb 12, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 2,725 466 0.0% 0.0% 289 +63 2.37% Q4 2025 Feb 11, 2026
M&T BANK CORP History Added to 2,703 462 0.0% 0.0% 290 +797 41.82% Q4 2025 Jan 30, 2026
Asset Management One Co., Ltd. History Added to 2,574 447 0.0% 0.0% 291 +295 12.94% Q4 2025 Jan 27, 2026
Verition Fund Management LLC History Added to 2,589 443 0.0% 0.0% 292 +289 12.57% Q4 2025 Feb 13, 2026
MARSHALL WACE, LLP History Reduced 2,576 441 0.0% 0.0% 293 -8,699 -77.15% Q4 2025 Feb 13, 2026
FIRST MANHATTAN CO. LLC. History No change 2,500 428 0.0% 0.0% 294 0 0.0% Q4 2025 Feb 17, 2026
Snowden Capital Advisors LLC History Reduced 2,481 424 0.01% 0.01% 295 -151 -5.74% Q4 2025 Feb 17, 2026
Vise Technologies, Inc. History Added to 2,415 413 0.01% 0.01% 296 +401 19.91% Q4 2025 Feb 11, 2026
GAMMA Investing LLC History Added to 2,360 404 0.02% 0.01% 297 +380 19.19% Q4 2025 Jan 05, 2026
Forum Financial Management, LP History No change 2,314 396 0.01% 0.0% 298 0 0.0% Q4 2025 Jan 27, 2026
CIBC Asset Management Inc History No change 2,300 393 0.0% 0.0% 299 0 0.0% Q4 2025 Feb 10, 2026
North Dakota State Investment Board History New 2,237 383 0.01% 300 +2,237 New Q4 2025 Feb 05, 2026
Wedmont Private Capital History Added to 2,229 380 0.01% 0.01% 301 +304 15.79% Q4 2025 Jan 08, 2026
STEPHENS INC /AR/ History Added to 2,197 376 0.0% 0.0% 302 +492 28.86% Q4 2025 Feb 05, 2026
SHELTON CAPITAL MANAGEMENT History No change 2,107 360 0.01% 0.01% 303 0 0.0% Q4 2025 Feb 17, 2026
Sequoia Financial Advisors, LLC History Added to 2,089 357 0.0% 0.0% 304 +280 15.48% Q4 2025 Feb 03, 2026
CWM, LLC History Added to 2,004 343 0.0% 0.0% 305 +112 5.92% Q4 2025 Jan 26, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 1,958 342 0.0% 0.0% 306 +53 2.78% Q4 2025 Jan 08, 2026
Trueblood Wealth Management, LLC History No change 2,000 342 0.13% 0.1% 307 0 0.0% Q4 2025 Jan 21, 2026
Sowell Financial Services LLC History Reduced 1,968 337 0.01% 0.01% 308 -109 -5.25% Q4 2025 Jan 21, 2026
Merit Financial Group, LLC History Added to 1,962 336 0.0% 0.0% 309 +128 6.98% Q4 2025 Jan 26, 2026
one8zero8, LLC History No change 1,950 333 0.07% 0.05% 310 0 0.0% Q4 2025 Feb 17, 2026
World Investment Advisors History New 1,929 330 0.01% 311 +1,929 New Q4 2025 Mar 12, 2026
EP Wealth Advisors, LLC History New 1,893 324 0.0% 312 +1,893 New Q4 2025 Feb 18, 2026
Meeder Advisory Services, Inc. History Added to 1,889 323 0.01% 0.01% 313 +63 3.45% Q4 2025 Feb 11, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 1,700 291 0.0% 0.0% 314 0 0.0% Q4 2025 Feb 13, 2026
AlphaQuest LLC History Reduced 1,679 287 0.02% 0.01% 315 -1 -0.06% Q4 2025 Feb 09, 2026
Sanctuary Advisors, LLC History New 1,672 286 0.0% 316 +1,672 New Q4 2025 Jan 29, 2026
Fifth Third Wealth Advisors LLC History Reduced 1,672 286 0.01% 0.01% 317 -21 -1.24% Q4 2025 Jan 15, 2026
SUMMITRY LLC History New 1,649 282 0.01% 318 +1,649 New Q4 2025 Feb 09, 2026
Claret Asset Management Corp History Reduced 1,611 276 0.03% 0.02% 319 -4 -0.25% Q4 2025 Feb 11, 2026
NORDEN GROUP LLC History New 1,606 275 0.03% 320 +1,606 New Q4 2025 Jan 13, 2026
Verdence Capital Advisors LLC History Reduced 1,589 272 0.02% 0.03% 321 -1,658 -51.06% Q4 2025 Jan 29, 2026
PRAXIS INVESTMENT MANAGEMENT INC History New 1,550 265 0.02% 322 +1,550 New Q4 2025 Feb 03, 2026
RiverPark Advisors, LLC History Reduced 1,539 263 0.08% 0.11% 323 -537 -25.87% Q4 2025 Feb 17, 2026
ABC ARBITRAGE SA History New 1,479 253 0.02% 324 +1,479 New Q4 2025 Feb 04, 2026
Meiji Yasuda Asset Management Co Ltd. History New 1,470 251 0.01% 325 +1,470 New Q4 2025 Feb 06, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 1,464 250 0.0% 0.0% 326 -740 -33.58% Q4 2025 Feb 10, 2026
Aaron Wealth Advisors LLC History New 1,450 248 0.01% 327 +1,450 New Q4 2025 Jan 21, 2026
QRG CAPITAL MANAGEMENT, INC. History New 1,447 247 0.0% 328 +1,447 New Q4 2025 Feb 02, 2026
GREENLEAF TRUST History New 1,432 245 0.0% 329 +1,432 New Q4 2025 Jan 21, 2026
NewEdge Advisors, LLC History Added to 1,410 241 0.0% 0.0% 331 +1,333 1731.17% Q4 2025 Feb 18, 2026
TWO SIGMA SECURITIES, LLC History Reduced 1,412 241 0.03% 0.03% 330 -309 -17.95% Q4 2025 Feb 17, 2026
BRIDGES INVESTMENT MANAGEMENT INC History New 1,404 240 0.0% 332 +1,404 New Q4 2025 Feb 10, 2026
Resonant Capital Advisors, LLC History New 1,353 231 0.01% 333 +1,353 New Q4 2025 Jan 29, 2026
Headlands Technologies LLC History New 1,314 225 0.02% 334 +1,314 New Q4 2025 Feb 13, 2026
Avior Wealth Management, LLC History Reduced 1,294 221 0.01% 0.01% 335 -1,579 -54.96% Q4 2025 Jan 06, 2026
HOLLENCREST CAPITAL MANAGEMENT History New 1,284 219 0.01% 337 +1,284 New Q4 2025 Feb 12, 2026
PATTEN & PATTEN INC/TN History New 1,279 219 0.01% 336 +1,279 New Q4 2025 Feb 03, 2026
Farther Finance Advisors, LLC History Added to 1,236 211 0.0% 0.0% 338 +324 35.53% Q4 2025 Jan 23, 2026
BLAIR WILLIAM & CO/IL History New 1,230 210 0.0% 339 +1,230 New Q4 2025 Feb 17, 2026
EASTERN BANK History No change 1,225 209 0.0% 0.0% 340 0 0.0% Q4 2025 Jan 14, 2026
ARCADIA INVESTMENT MANAGEMENT CORP/MI History No change 1,144 195 0.03% 0.02% 341 0 0.0% Q4 2025 Feb 10, 2026
IFP Advisors, Inc History Reduced 1,114 190 0.0% 0.0% 342 -13 -1.15% Q4 2025 Feb 06, 2026
Parallel Advisors, LLC History Reduced 1,083 185 0.0% 0.0% 343 -16 -1.46% Q4 2025 Feb 11, 2026
EXCHANGE TRADED CONCEPTS, LLC History New 1,030 176 0.0% 344 +1,030 New Q4 2025 Jan 14, 2026
Horizon Investments, LLC History New 1,030 176 0.0% 345 +1,030 New Q4 2025 Feb 02, 2026
Wilmington Savings Fund Society, FSB History No change 1,000 171 0.0% 0.0% 346 0 0.0% Q4 2025 Feb 12, 2026
Eurizon Capital SGR S.p.A. History New 957 164 0.0% 347 +957 New Q4 2025 Feb 10, 2026
MAI Capital Management History Added to 917 157 0.0% 0.0% 348 +176 23.75% Q4 2025 Feb 13, 2026
Harvest Fund Management Co., Ltd History New 815 140 0.01% 350 +815 New Q4 2025 Feb 11, 2026
Daiwa Securities Group Inc. History Added to 820 140 0.0% 0.0% 349 +310 60.78% Q4 2025 Feb 11, 2026
DANSKE BANK A/S History No change 800 137 0.0% 0.0% 351 0 0.0% Q4 2025 Feb 02, 2026
FLAGSHIP HARBOR ADVISORS, LLC History New 750 128 0.01% 352 +750 New Q4 2025 Jan 21, 2026
FIFTH THIRD BANCORP History Added to 743 127 0.0% 0.0% 353 +25 3.48% Q4 2025 Feb 02, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 728 124 0.0% 0.0% 354 +16 2.25% Q4 2025 Jan 15, 2026
UMB Bank, n.a. History Added to 718 122 0.0% 0.0% 355 +91 14.51% Q4 2025 Feb 13, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Added to 700 119 0.0% 0.0% 356 +400 133.33% Q4 2025 Feb 17, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 682 116 0.0% 0.0% 357 +41 6.4% Q4 2025 Feb 17, 2026
State of Wyoming History Reduced 593 101 0.01% 0.01% 358 -80 -11.89% Q4 2025 Feb 11, 2026
MassMutual Private Wealth & Trust, FSB History Added to 534 91 0.0% 0.0% 359 +3 0.56% Q4 2025 Jan 07, 2026
HUNTINGTON NATIONAL BANK History Added to 530 90 0.0% 0.0% 360 +33 6.64% Q4 2025 Feb 09, 2026
Larson Financial Group LLC History Added to 492 84 0.0% 0.0% 361 +74 17.7% Q4 2025 Feb 06, 2026
Migdal Insurance & Financial Holdings Ltd. History New 459 79 0.0% 362 +459 New Q4 2025 Jan 28, 2026
Kestra Advisory Services, LLC History New 369 63 0.0% 363 +369 New Q4 2025 Feb 13, 2026
Parkside Financial Bank & Trust History Added to 337 57 0.0% 0.0% 364 +12 3.69% Q4 2025 Feb 13, 2026
Smartleaf Asset Management LLC History Added to 322 56 0.0% 0.0% 365 +34 11.81% Q4 2025 Feb 13, 2026
MASECO LLP History No change 332 56 0.0% 0.0% 366 0 0.0% Q4 2025 Jan 22, 2026
Murphy & Mullick Capital Management Corp History No change 300 51 0.04% 0.03% 367 0 0.0% Q4 2025 Feb 10, 2026
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA History No change 270 46 0.01% 0.01% 368 0 0.0% Q4 2025 Feb 13, 2026
Versant Capital Management, Inc History Reduced 259 44 0.01% 0.01% 369 -43 -14.24% Q4 2025 Jan 08, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History New 268 40 0.0% 371 +268 New Q4 2025 Feb 11, 2026
Clearstead Advisors, LLC History Added to 236 40 0.0% 0.0% 370 +144 156.52% Q4 2025 Feb 09, 2026
Bayforest Capital Ltd History New 229 39 0.03% 372 +229 New Q4 2025 Jan 27, 2026
Arax Advisory Partners History Reduced 214 36 0.0% 0.0% 373 -274 -56.15% Q4 2025 Feb 13, 2026
Private Wealth Asset Management, LLC History No change 210 35 0.0% 0.0% 374 0 0.0% Q4 2025 Feb 10, 2026
Beaird Harris Wealth Management, LLC History Reduced 200 34 0.0% 0.0% 375 -75 -27.27% Q4 2025 Feb 23, 2026
Westside Investment Management, Inc. History No change 190 33 0.01% 0.0% 376 0 0.0% Q4 2025 Jan 23, 2026
Measured Wealth Private Client Group, LLC History New 177 30 0.01% 377 +177 New Q4 2025 Feb 10, 2026
EverSource Wealth Advisors, LLC History Reduced 164 28 0.0% 0.0% 378 -52 -24.07% Q4 2025 Feb 06, 2026
Salomon & Ludwin, LLC History No change 163 27 0.0% 0.0% 379 0 0.0% Q4 2025 Jan 28, 2026
Key FInancial Inc History No change 148 25 0.0% 0.0% 380 0 0.0% Q4 2025 Feb 09, 2026
Covestor Ltd History Added to 133 23 0.01% 0.01% 381 +1 0.76% Q4 2025 Feb 06, 2026
MCF Advisors LLC History Reduced 130 22 0.0% 0.0% 382 -42 -24.42% Q4 2025 Feb 11, 2026
CIBC Private Wealth Group LLC History Added to 128 21 0.0% 383 +125 4166.67% Q4 2025 Feb 12, 2026
Bell Investment Advisors, Inc History Added to 128 21 0.0% 0.0% 384 +36 39.13% Q4 2025 Feb 24, 2026
Rakuten Securities, Inc. History Reduced 122 20 0.01% 0.01% 385 -19 -13.48% Q4 2025 Jan 29, 2026
Keating Financial Advisory Services, Inc. History New 116 19 0.0% 386 +116 New Q4 2025 Feb 09, 2026
Torren Management, LLC History New 110 18 0.01% 388 +110 New Q4 2025 Jan 30, 2026
Park Place Capital Corp History No change 110 18 0.0% 0.0% 387 0 0.0% Q4 2025 Jan 09, 2026
SageView Advisory Group, LLC History New 105 17 0.0% 390 +105 New Q4 2025 Feb 17, 2026
CONTRAVISORY INVESTMENT MANAGEMENT, INC. History No change 102 17 0.0% 0.0% 389 0 0.0% Q4 2025 Jan 12, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 98 16 0.0% 0.0% 391 +16 19.51% Q4 2025 Feb 12, 2026
Steward Partners Investment Advisory, LLC History Added to 93 15 0.0% 0.0% 392 +18 24.0% Q4 2025 Feb 12, 2026
Quent Capital, LLC History Added to 91 15 0.0% 0.0% 393 +17 22.97% Q4 2025 Jan 29, 2026
Acumen Wealth Advisors, LLC History New 72 12 0.0% 395 +72 New Q4 2025 Feb 13, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 71 12 0.0% 0.0% 394 0 0.0% Q4 2025 Feb 03, 2026
Pinnacle Wealth Planning Services, Inc. History New 70 11 0.0% 396 +70 New Q4 2025 Feb 13, 2026
AMERICAN NATIONAL BANK & TRUST History New 62 10 0.0% 397 +62 New Q4 2025 Jan 20, 2026
SBI Securities Co., Ltd. History Reduced 53 9 0.0% 0.0% 398 -2 -3.64% Q4 2025 Feb 03, 2026
Elyxium Wealth, LLC History New 52 8 0.0% 400 +52 New Q4 2025 Feb 05, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Added to 52 8 0.0% 0.0% 399 +5 10.64% Q4 2025 Feb 03, 2026
LRI Investments, LLC History Reduced 36 6 0.0% 0.0% 402 -5 -12.2% Q4 2025 Feb 04, 2026
Bare Financial Services, Inc History No change 38 6 0.0% 0.0% 401 0 0.0% Q4 2025 Feb 06, 2026
Private Wealth Management Group, LLC History Reduced 31 5 0.0% 0.0% 404 -4 -11.43% Q4 2025 Jan 23, 2026
Johnson Financial Group, Inc. History No change 33 5 0.0% 0.0% 403 0 0.0% Q4 2025 Feb 12, 2026
CoreCap Advisors, LLC History New 26 4 0.0% 406 +26 New Q4 2025 Jan 13, 2026
Motiv8 Investments LLC History New 23 4 0.0% 410 +23 New Q4 2025 Feb 13, 2026
Root Financial Partners, LLC History Added to 25 4 0.0% 0.0% 407 +2 8.7% Q4 2025 Feb 10, 2026
PRIVATE TRUST CO NA History Reduced 27 4 0.0% 0.0% 405 -1 -3.57% Q4 2025 Jan 26, 2026
Sachetta, LLC History No change 29 4 0.0% 0.0% 408 0 0.0% Q4 2025 Feb 02, 2026
Westfuller Advisors, LLC History No change 24 4 0.0% 0.0% 409 0 0.0% Q4 2025 Jan 21, 2026
Aventura Private Wealth, LLC History No change 26 4 0.0% 0.0% 411 0 0.0% Q4 2025 Jan 07, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History New 21 3 0.0% 412 +21 New Q4 2025 Feb 11, 2026
Clearstead Trust, LLC History New 18 3 0.0% 417 +18 New Q4 2025 Feb 09, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History New 18 3 0.0% 418 +18 New Q4 2025 Feb 03, 2026
ALBION FINANCIAL GROUP /UT History No change 20 3 0.0% 0.0% 413 0 0.0% Q4 2025 Jan 21, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 20 3 0.0% 0.0% 414 0 0.0% Q4 2025 Feb 10, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 20 3 0.0% 0.0% 415 0 0.0% Q4 2025 Jan 26, 2026
JFS WEALTH ADVISORS, LLC History No change 23 3 0.0% 0.0% 416 0 0.0% Q4 2025 Jan 14, 2026
Addison Advisors LLC History No change 22 3 0.0% 0.0% 419 0 0.0% Q4 2025 Feb 06, 2026
Cape Investment Advisory, Inc. History No change 21 3 0.0% 0.0% 420 0 0.0% Q4 2025 Feb 17, 2026
Hughes Financial Services, LLC History No change 19 3 0.0% 0.0% 421 0 0.0% Q4 2025 Feb 11, 2026
ROTHSCHILD INVESTMENT LLC History Added to 17 2 0.0% 0.0% 422 +4 30.77% Q4 2025 Feb 10, 2026
Blue Trust, Inc. History Added to 14 2 0.0% 0.0% 428 +3 27.27% Q4 2025 Jan 16, 2026
High Note Wealth, LLC History Reduced 15 2 0.0% 0.0% 427 -2 -11.76% Q4 2025 Feb 05, 2026
MV CAPITAL MANAGEMENT, INC. History No change 12 2 0.0% 0.0% 423 0 0.0% Q4 2025 Feb 23, 2026
Bogart Wealth, LLC History No change 15 2 0.0% 0.0% 424 0 0.0% Q4 2025 Jan 30, 2026
Prestige Wealth Management Group LLC History No change 14 2 0.0% 0.0% 425 0 0.0% Q4 2025 Feb 11, 2026
CVA Family Office, LLC History No change 15 2 0.0% 0.0% 426 0 0.0% Q4 2025 Jan 12, 2026
True Wealth Design, LLC History No change 17 2 0.0% 0.0% 429 0 0.0% Q4 2025 Jan 08, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 15 2 0.0% 0.0% 430 0 0.0% Q4 2025 Jan 15, 2026
Leonteq Securities AG History Reduced 6 1 0.0% 0.0% 433 -74 -92.5% Q4 2025 Feb 06, 2026
MONTAG A & ASSOCIATES INC History New 8 1 0.0% 431 +8 New Q4 2025 Feb 02, 2026
Rossby Financial, LCC History New 8 1 0.0% 438 +8 New Q4 2025 Feb 12, 2026
OPTIMA CAPITAL LLC History New 7 1 0.0% 439 +7 New Q4 2025 Jan 23, 2026
Cornerstone Financial Management LLC History New 7 1 0.0% 440 +7 New Q4 2025 Feb 13, 2026
Rachor Investment Advisory Services, LLC History New 6 1 0.0% 436 +6 New Q4 2025 Jan 30, 2026
AdvisorNet Financial, Inc History No change 8 1 0.0% 432 0 0.0% Q4 2025 Jan 20, 2026
Cornerstone Planning Group LLC History No change 6 1 0.0% 434 0 0.0% Q4 2025 Feb 02, 2026
Cromwell Holdings LLC History No change 6 1 0.0% 435 0 0.0% Q4 2025 Jan 20, 2026
Rialto Wealth Management, LLC History No change 6 1 0.0% 437 0 0.0% Q4 2025 Jan 12, 2026
MACQUARIE GROUP LTD History Closed out 0 0 0.12% -859,784 -100.0% Q3 2025 Nov 13, 2025
EMERALD ADVISERS, LLC History Closed out 0 0 0.57% -143,085 -100.0% Q3 2025 Oct 30, 2025
RENAISSANCE TECHNOLOGIES LLC History Closed out 0 0 0.02% -131,215 -100.0% Q3 2025 Nov 13, 2025
ING GROEP NV History Closed out 0 0 0.06% -85,460 -100.0% Q3 2025 Nov 06, 2025
EMERALD MUTUAL FUND ADVISERS TRUST History Closed out 0 0 0.51% -79,376 -100.0% Q3 2025 Oct 30, 2025
TWINBEECH CAPITAL LP History Closed out 0 0 0.21% -43,412 -100.0% Q3 2025 Nov 14, 2025
SummitTX Capital, L.P. History Closed out 0 0 0.21% -40,458 -100.0% Q3 2025 Nov 14, 2025
Shaolin Capital Management LLC History Closed out 0 0 0.16% -30,000 -100.0% Q3 2025 Nov 14, 2025
Trexquant Investment LP History Closed out 0 0 0.04% -29,921 -100.0% Q3 2025 Nov 14, 2025
Engineers Gate Manager LP History Closed out 0 0 0.03% -24,539 -100.0% Q3 2025 Nov 14, 2025
Edgestream Partners, L.P. History Closed out 0 0 0.09% -23,581 -100.0% Q3 2025 Nov 12, 2025
Caption Management, LLC History Closed out 0 0 0.02% -18,129 -100.0% Q3 2025 Nov 14, 2025
Tidal Investments LLC History Closed out 0 0 0.0% -17,182 -100.0% Q3 2025 Nov 14, 2025
IMC-Chicago, LLC History Closed out 0 0 0.0% -16,000 -100.0% Q3 2025 Nov 04, 2025
Catalyst Funds Management Pty Ltd History Closed out 0 0 0.24% -12,800 -100.0% Q3 2025 Nov 12, 2025
DELTEC ASSET MANAGEMENT LLC History Closed out 0 0 0.24% -11,480 -100.0% Q3 2025 Oct 24, 2025
Magnetar Financial LLC History Closed out 0 0 0.01% -9,945 -100.0% Q3 2025 Nov 13, 2025
PEAK6 LLC History Closed out 0 0 0.0% -8,406 -100.0% Q3 2025 Mar 30, 2026
Versor Investments LP History Closed out 0 0 0.19% -8,136 -100.0% Q3 2025 Nov 06, 2025
Mariner, LLC History Closed out 0 0 0.0% -6,507 -100.0% Q3 2025 Nov 14, 2025
SIMPLEX TRADING, LLC History Closed out 0 0 0.0% -6,200 -100.0% Q3 2025 Nov 12, 2025
SHERBROOKE PARK ADVISERS LLC History Closed out 0 0 0.34% -5,820 -100.0% Q3 2025 Nov 14, 2025
Y-Intercept (Hong Kong) Ltd History Closed out 0 0 0.02% -5,616 -100.0% Q3 2025 Oct 31, 2025
South Dakota Investment Council History Closed out 0 0 0.01% -5,000 -100.0% Q3 2025 Nov 12, 2025
Scientech Research LLC History Closed out 0 0 0.2% -4,700 -100.0% Q3 2025 Nov 14, 2025
PRELUDE CAPITAL MANAGEMENT, LLC History Closed out 0 0 0.04% -3,950 -100.0% Q3 2025 Nov 14, 2025
INCEPTIONR LLC History Closed out 0 0 0.11% -3,564 -100.0% Q3 2025 Nov 13, 2025
WOLVERINE ASSET MANAGEMENT LLC History Closed out 0 0 0.0% -3,489 -100.0% Q3 2025 Oct 28, 2025
Oak Thistle LLC History Closed out 0 0 0.05% -2,676 -100.0% Q3 2025 Oct 07, 2025
EntryPoint Capital, LLC History Closed out 0 0 0.13% -2,660 -100.0% Q3 2025 Nov 13, 2025
Blueshift Asset Management, LLC History Closed out 0 0 0.1% -2,591 -100.0% Q3 2025 Nov 13, 2025
SANDERS MORRIS HARRIS LLC History Closed out 0 0 0.04% -2,400 -100.0% Q3 2025 Oct 07, 2025
DRW Securities, LLC History Closed out 0 0 0.01% -2,318 -100.0% Q3 2025 Nov 14, 2025
PEAPACK GLADSTONE FINANCIAL CORP History Closed out 0 0 0.0% -2,095 -100.0% Q3 2025 Nov 14, 2025
TOWNSQUARE CAPITAL LLC History Closed out 0 0 0.03% -1,708 -100.0% Q3 2025 Nov 03, 2025
MidFirst Bank History New 1,450 0 +1,450 New Q4 2025 Feb 25, 2026
Twin Tree Management, LP History Closed out 0 0 0.0% -1,250 -100.0% Q3 2025 Nov 13, 2025
GROUP ONE TRADING LLC History Closed out 0 0 0.0% -1,141 -100.0% Q3 2025 Nov 12, 2025
SUMMIT SECURITIES GROUP LLC History Closed out 0 0 0.02% -590 -100.0% Q3 2025 Nov 13, 2025
Quarry LP History Closed out 0 0 0.01% -428 -100.0% Q3 2025 Nov 14, 2025
PRINCIPAL SECURITIES, INC. History Closed out 0 0 0.0% -301 -100.0% Q3 2025 Nov 12, 2025
Advisory Services Network, LLC History Closed out 0 0 0.0% -202 -100.0% Q3 2025 Nov 18, 2025
MATHER GROUP, LLC. History Closed out 0 0 0.0% -170 -100.0% Q3 2025 Oct 21, 2025
Rise Advisors, LLC History Closed out 0 0 0.01% -148 -100.0% Q3 2025 Oct 08, 2025
Wealthspire Advisors, LLC History Closed out 0 0 0.0% -143 -100.0% Q3 2025 Nov 14, 2025
Optiver Holding B.V. History Closed out 0 0 0.0% -137 -100.0% Q3 2025 Nov 10, 2025
CI INVESTMENTS INC. History Closed out 0 0 0.0% -104 -100.0% Q3 2025 Nov 12, 2025
Tortoise Investment Management, LLC History Closed out 0 0 0.0% -52 -100.0% Q3 2025 Nov 13, 2025
Activest Wealth Management History Closed out 0 0 0.0% -50 -100.0% Q3 2025 Nov 03, 2025
JPL Wealth Management, LLC History Closed out 0 0 0.0% -15 -100.0% Q3 2025 Nov 14, 2025
Heartwood Wealth Advisors LLC History Closed out 0 0 0.0% -12 -100.0% Q3 2025 Oct 06, 2025
Cloud Capital Management, LLC History Closed out 0 0 -8 -100.0% Q3 2025 Nov 03, 2025
TD PRIVATE CLIENT WEALTH LLC History Added to 5 0 +4 400.0% Q4 2025 Feb 05, 2026
Trust Co History New 4 0 +4 New Q4 2025 Jan 15, 2026
Stone House Investment Management, LLC History New 4 0 +4 New Q4 2025 Jan 21, 2026
Avion Wealth History Reduced 3 0 -4 -57.14% Q4 2025 Jan 23, 2026
Physician Wealth Advisors, Inc. History New 3 0 +3 New Q4 2025 Jan 29, 2026
HARBOUR INVESTMENTS, INC. History New 1 0 +1 New Q4 2025 Feb 09, 2026
Transamerica Financial Advisors, LLC History New 1 0 +1 New Q4 2025 Feb 13, 2026
Dunhill Financial, LLC History New 1 0 +1 New Q4 2025 Jan 29, 2026
Fortitude Family Office, LLC History Reduced 2 0 -1 -33.33% Q4 2025 Jan 15, 2026
Nemes Rush Group LLC History New 1 0 +1 New Q4 2025 Feb 11, 2026
Signature Equity Partners, LLC History New 1 0 +1 New Q4 2025 Feb 17, 2026
SouthState Bank Corp History No change 5 0 0 0.0% Q4 2025 Feb 11, 2026
IMA Advisory Services, Inc. History No change 1 0 0 0.0% Q4 2025 Feb 11, 2026
Financial Management Professionals, Inc. History No change 4 0 0 0.0% Q4 2025 Jan 27, 2026
Quaker Wealth Management, LLC History No change 4 0 0 0.0% Q4 2025 Jan 28, 2026
SJS Investment Consulting Inc. History No change 4 0 0 0.0% Q4 2025 Jan 21, 2026
DiNuzzo Private Wealth, Inc. History No change 4 0 0 0.0% Q4 2025 Jan 16, 2026
American Capital Advisory, LLC History No change 4 0 0 0.0% Q4 2025 Jan 30, 2026
Principia Wealth Advisory, LLC History No change 4 0 0 0.0% Q4 2025 Feb 10, 2026
Pinpoint Asset Management (Singapore) Pte. Ltd. History No change 1 0 0 0.0% Q4 2025 Feb 13, 2026